Assessing LG Energy Solution's Flow Imbalance Situation
This post assesses LG Energy Solution's flow imbalance situation, which seems to lead to pricing independent of fundamentals.
419 Views
An Interview with Flashlight Capital Partners CEO Lee Sanghyun on KT&G
This past week, I had an interview with Lee Sanghyun, the founder and CEO of Flashlight Capital Partners (FCP) which is currently an activist...
410 Views
Close Out the Pair Trade Between LG Chem & LG Energy Solution
On 25 October, we recommended a pair trade between LG Chem (go long) and LGES (go short). Since then, this trade has resulted in a net gain of...
275 Views
Solactive Lithium Review Results Out: Key Takeaways
This post details the review results of the Solactive Global Lithium Index and discusses key takeaways for trading setups.
400 Views
Kakao Games: Further Downside Risk as IPO of Lionheart Studio Likely in 1H 2023
We would argue that Kakao Games' earnings estimates are overly aggressive and there is a strong likelihood of 30%+ earnings downgrade for Kakao...
179 Views